24 Deerfield Lane,
Ancaster, Ontario L9K 0K2
Tel: (905) 304-4232 Cell: (519) 381-3282
sam@samicpa.com

retirement planning
Do you know what you need to do to become wealthy?

Retirement planning is usually done with the help of an accountant and a financial planner. It’s a long range planning, firstly from the age of 25 to 45 and secondly the age of 45 to 65. These two 20 years periods are planned such a way that you can live from age 65 to 95 without working. It is important to make a retirement plan as early as age 25 and then tack the progress every year on that plan. There may be yearly changes to that plan to gain freedom at 65 or even earlier.

Retirement planning is not our core business but we do help with the tax part of this planning which is an essential component of a good retirement plan.